How do I attach a new file to a proposal in signature authorization routing?

[Jennifer Bliss]

You cannot attach a new file but SPO/Super-users can REPLACE an attachment and change status of existing attachments (from "Incomplete" to "Complete"). SPO/Super-users must evaluate the replacement file to ensure that signing officials who have already authorized the proposal don't need to re-authorize. If re-authorization is required, the proposal should be recalled by SPO/UD or returned by the next signing official so that it's sent back to the beginning of the signature authorization routing chain. 

SPO/Super-user instructions for replacing an attachment:

1. Navigate to the Attachments tab
2. Click the [Details] button for the attachment you want to replace, and 
3. In the New File field select the new attachment you want to upload.
   

TIP: If revised uploaded files disappear on refresh it means that you or someone else has the record open multiple times/tabs. Best practice is to CLOSE the record in EVERY tab of your browser when you complete your action. While it's technically OK to have a record open at the same time someone else does, closing it on your end ensures you won't inadvertently prevent other users from taking additional actions. 

See related topics by searching using the keywords "data override".